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Where Passion and Portfolios Meet

Smead Capital Management runs Separately Managed Accounts (SMA) for individuals and institutions as well as manages a mutual fund. Our firm focuses on large capitalization stocks with a value-oriented investment discipline. We offer two SMA strategies, Capital Appreciation and Total Return.

 Firm Overview Sheet

Capital Appreciation Strategy Capital Appreciation seeks long-term capital growth through concentrated positions; it will maintain approximately 25-30 companies in the portfolio. This portfolio invests in U.S. large capitalization companies through the ownership of common stock. » learn more

Total Return Strategy Total Return seeks long-term capital growth and income through concentrated positions with higher dividend paying stock recieving more weight in the portfolio. It will maintain approximately 20-30 companies in the portfolio. This portfolio invests in U.S. large capitalization companies through the ownership of common stock. » learn more

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